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20 - Succession Planning, Fiduciary Myths, and Spending Safely in Retirement
Manage episode 498538031 series 3655058
Stewart Willis에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Stewart Willis 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
On this episode of The Asset Preservation Hour, financial advisor Stewart Willis and host Spike Spengel dive into the most common concerns facing retirees and business owners today. Stewart shares real stories from clients and live events, including how business owners can build succession plans that preserve value (even if your kids don’t want the business) and how to set up a secure income stream for your own retirement.
You’ll also learn why meeting with a financial advisor isn’t as stressful, or expensive, as you might think, and what being a “fiduciary” really means for your peace of mind. Stewart explains the importance of honest, transparent advice, especially when it comes to risk assessment and making sure your portfolio matches your goals. Plus, the team tackles big retirement fears like running out of money, navigating inflation, and structuring withdrawals for a long, confident retirement.
From the “shoebox of statements” to do-it-yourself investors, Stewart covers why getting a second opinion can make all the difference. This episode is packed with practical advice for business owners, engineers, and anyone looking to protect what they’ve built and enjoy the retirement they deserve.
Ready for your own complimentary portfolio review or business succession conversation? Stewart’s team is here to help.
📞 Call 877-5-RETIRE or visit AssetPreservationWealth.com to schedule your complimentary review today.
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